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20121027
20121104
Search Results 0 to 14 of about 15 (some duplicates have been removed)
it a little more defensively, like jeff said. also, something that's reminding me of 2007, the third and fourth quarter of 2007, we're starting to see weakness in consumer discretionary, small cap, and mid-cap. when you start to see those bull market sectors, not to mention technology sell off, i think you just want to become a little bit more cautious. not bearish. defensive, cautious. >> yeah, you say portfolio managers are doing window dressing right now, jeff. >> they are. you can see some of it. i think it's absolutely refle reflective of what abigail just said. there's a tendency to get away from the cyclical stuff, to go towards the defensive stocks. i'm watching the vix levels here. i think there's a lot of complacency in the market, which is very dangerous. we've seen the market get to this low end. it's almost always been resulted in bad things, sell off time. again, we have all these risks coming up that i think are going to make investing a very difficult road. i would watch the volume levels. i think you're going to see people heading for the exits. >> all right. we'll l
thought. lockheed martin. a defense. aig reported tonight. be aware, that is a big position for my charitable trust. and enterprise product partners which i wish was a position that has done a fantastic job. we have insurance company, we have a check to credit card play. utility and defense company. some might think that aig is too much like visa, that someone would be wrong. go to b.t. in colorado. >> caller: a great sand dunes national park boo-yah to ya. >> i'll give you a nuggets lost to sixers boo-yah. >> caller: my portfolio is diversified. gld, boeing, ebay, devon energy, and abbot labs. >> ooh. action alert names there. before i get to the gld, may i tell you why i like it so much? barrick gold, many people think it's the best gold company. that stock is down 10% because they didn't do a good job digging up gold. you own gold and then you're a loser. that's not what i want. let's go to work. abbott is a great pharmaceutical. ebay, that's paypal. we like that. boeing, aerospace, i'm shocked this stock is at $71. i'm not crazy about devon. they better not disappoint. we have
. here's once from trace, no doubt the, well -- hi, jim, as we all know the department of defense is planning to downsize the military over the next few years as we also conclude our business in afghanistan. do you believe the large amount of military personnel and contracts and personnel will flood the market and increase the demand for goods? no, trace, i don't think it will move the needle. the army and navy, they don't move that fast. in anyway there could be a peace dividend where we got to cut the deficit. i don't think you should look at this issue in a way to make money off it. it's really not a needle mover. it can be negative for a lot of the defense companies as we know. they've been under a cloud because of these cuts. here's one from danny in new york. hi, jim. i have heard you say when considering the playing the down side of an equity you would short the stock rather than allow a put. please elaborate on your reasoning for this. >> if i have created any misperceptions that i favor shorting stocks it is completely out of character with all my books and what i used to
still see things being somewhat defensive. i don't see anybody taking a highly leveraged position in stocks quite yet. >> and in terms of your base at wealth management at mohr dan stanley, are you seeing risk adversity or wanting them to get risk on trading? >> much more of the former. risk adversity. people wanting to stay defensive. they don't feel we have come out of the woods yet. the corporate confidence is low. consumer confidence has been building. auto sales -- our next number expecting 15 million annualized. people are buying things, but it's expected to be a much lighter retail sales number for the end of the year through the holidays. so you want to stay -- i agree with art. you want to stay with your dividend payers, your drug stocks. you want your johnson & johnson. you want your pfizer. you want your cokes, pepsis, colgates and these great technology companies. >> steve, do you think there's a sandy play to be had here at all in stocks whether it's energy, materials, retailers? i mean, pick your sector, if you think it's going to be affected. >> well, i think there
the department of defense is planning to downsize the military over the next few years as we also conclude our business in afghanistan. do you believe the large amount of military personnel and contracts and personnel will flood the market and increase the demand for goods? no, trace, i don't think it will move the needle. the army and navy, they don't move that fast. in anyway there could be a peace dividend where we got to cut the deficit. i don't think you should look at this issue in a way to make money off it. it's really not a needle mover. it can be negative for a lot of the defense companies as we know. they've been under a cloud because of these cuts. here's one from danny in new york. hi, jim. i have heard you say when considering the playing the down side of an equity you would short the stock rather than allow a put. please elaborate on your reasoning for this. >> if i have created any misperceptions that i favor shorting stocks it is completely out of character with all my books and what i used to do with my hedge fund, when i was working for people at goldman sacks or trading for
defense spending. the issue is a deficit which is a huge drag long term and the spending of government and a lot of this will depend honestly on who is elected. >> stay with us. first we'll check on the markets to the degree that we can. u.s. futures have been trading in the overnight and morning session. >> currently trading a little bit more than 40 points below fair value. let's show you european markets. a bit higher this morning by good numbers out of ubs and bp. ftse 100 up 35 points. xetra dax up 0.8%. ibex up 0.6%. let's remind you what's going on as far as reinsurers are concerned. impact on hurricane sandy as well. all the big reinsurers are up. this is an expectation maybes wills aren't quite as heavy, but of course if you to get losses, also hardening rates in the long term anyway. an auction coming out of italy today. that's in about an hour or so time. we have three to four billion. might raise more than that. yields just a little lower today, just below 5% for italian. ten year spanish yields, 5.64%. still okay for now for the spanish government. euro-dollar is 1.2929 la
but not least, the tone, they shifted from reactive and defensive to a positive stance, not unlike the u.s. ranger that macdonald was. proctor jumped two points yesterday, i still think it's worth buying. the company has a 56-year long track record of raising the dividend. a nice catalyst on november 15th. i bet macdonald tells a fantastic story and you want to be in the stock before the meeting happens. bottomline? take the story of bob macdonald, and we all make mistakes. you have to be willing to admit when you were wrong, and i was wrong on macdonald. he has been screwing up by his own admission. i was right to take him down. and now the company just reported a great quarter, i look like a smarty pants than a dope. >>> jim, richard. >> caller: is there a good time for the stock? kimberly clark? >> they have passed the torch to proctor. i do like kimberly's dividend. like proctor's growth profile. >>> i need to go to kyle in maryland. >> caller: booyah, jim. this is kyle, giving a shoutout to my exxon professor, carl mar x. good product innovation, good paying dividend, is this a buy?
from reactive anew products. last but not least, the tone, they shifted from reactive and defensive to a positive stance, not unlike the u.s. ranger that macdonald was. proctor jumped two points yesterday, i still think it's worth buying. the company has a 56-year long track record of raising the dividend. a nice catalyst on november 15th. i bet macdonald tells a fantastic story and you want to be in the stock before the meeting happens. bottom line? take the story of bob macdonald, and we all make mistakes. you have to be willing to admit when you were wrong, and i was wrong on macdonald. he has been screwing up by his own admission. i was right to take him down. and now the company just reported a great quarter, i look like a smarty pants rather than a dope. >>> let's go to richard. >> caller: is this a good time for the stock? kimberly clark? >> they have passed the torch to proctor. i do like kimberly's dividend. like proctor's growth profile. >>> i need to go to kyle in maryland. >> caller: booyah, jim. this is kyle, giving a shoutout to my econ professor, carl marx. good produ
and defense in the event that we once again go through a disrupted market. >> all right, now, you bought, i believe 36 medical office buildings in this quarter alone. is that because some people want to take advantage of raising capital gains rates next year? or people who want to get ahead of a potential romney presidency? why are people willing to sell so aggressively? >> well, first of all, i would tell you, we are in a very good place in the market. the health care real estate market is a trillion dollar highly fragmented market. and so we see continued opportunities because of our low cost to capital. to do attractive deals that work for sellers and work for ventas shareholders. and those trends will continue. >> last question, where they talk about the fiscal cliff, this is october 23, downgrade ventas to hold on care concerns. there's worried about long term acute care and your company. i don't get it. >> well, i think that really overlooks the private pay component that we've been talking about here and how much of ventas' business is really being driven by private pay assets. i wil
company, we have a check to credit card play. utility and defense company. some might think that aig is too much like visa, that someone would be wrong. go b.t. in colorado. >> caller: a great national art boo-yah toya. >> i'll give you a nuggets lost to sixers boo-yah. >> caller: my portfolio is diversify. gld, ba, ebay, dbn, and abt. >> oooh. action alert names there. before i get to the gld, may i tell you why i like it so much. many people think it's the best gold company. that stock is down 10% because they didn't do a good job digging up gold. you own gold and then you're a loser. that's not what i want. let's go work. abbott is a great pharmaceutical. ebay, that's papal. we like that. boeing, aerospace, i'm shocked that stock is there. i'm not crazy about devon. they better not disappoint. we have gold, nat gas, aerospace. let's call it finance and drug. that, again, is perfection. how about our contestants today. they'll all winners. stay with cramer. >> i want to give you a black knight boo-yah to ya. >> big navy boo-yah. high flighting united states air force blue-ya. >> i'
. that's why the money is coming in. that's why obama is really playing hard defense right now. >> larry, two things to watch in pennsylvania. in the west, you have the coal country. they're very irritated about the obama administration's regulations. and in the east, you have the philadelphia suburb philadelphia suburbs. romney is strong with republican voters. if suburban voters flip, romney has a real shot in the keystone state. >> if republicans are always worried about wasteful spending, this is a perfect example of wasteful spending. they don't spend any money in minnesota at all. >> one at a time. >> it's not that long ago. >> 1972 is the last time minnesota voted for a republican. >> i hate to say it, but it was richard nixon. now i've said it. robert costa, i want you to challenge my friend keith boykins. you're saying there's a horse race in michigan, and wisconsin. the numbers in wisconsin look even up. and in iowa, where the liberal des moines register just endorsed romney. so there could be some real midwestern upsets, huh? >> the point in wisconsin is true. keith boykins is
if it is blamed for gas shortages. just before this election. they have just authorized the defense logistics agency. that intended to buy up to 12 million gallons of gas. and 10 million gallons of diesel fuel to distribute in new york, new jersey, other communities. they're going to coordinate it with fema. i said earlier in the show it may not be president obama's fault, but the aftermath of this hurricane story may be blamed on him. obviously he's taking action to try to get out from under that blame. so tonight after the break, we're going to continue on this very story. who should pay for superstorm sandy's mass destruction? states or the federal government? president obama's encouraging fema to pick up the entire tab. what about local officials who really know their areas best? the full story coming up next. president obama: there's just no quit in america... and you're seeing that right now. over five million new jobs. exports up forty one percent. home values... rising. our auto industry... back. and our heroes are coming home. we're not there yet, but we've made real progress and the
hard to find cheap gold. really, really hard. >> bullets, this is an amazing story, this is a defense contractor who's actually doing better. thigh blew away the numbers, carl, blue them away. >> pimco, this is september that is not empties amazon and then chart, this is a company that's doing more for natural gas and stocks. >> given the fact that we have been so rudders over the past few days. >> coming up, we got a hat trick, ism manufacturing, construction spending, three big pieces of economic news coming up at the top of the hour, don't go away. nobody said an all-in-one had to be bulky. or that you had to print from your desk. at least, nobody said it to us. introducing the business smart inkjet all-in-one series from brother. easy to use, it's the ultimate combination of speed, small size, and low-cost printing. i gave birth to my daughter on may 18th, five days later, i had a massive heart attack. bayer aspirin was the first thing the emts gave me. now, i'm on a bayer aspirin regimen. [ male announcer ] be sure to talk to your doctor before you begin an aspirin regimen. [ wom
% to defense, 18% to other things like infrastructure and education and the question i would have is, when you pay your taxes at the end of the year wouldn't it be interesting if you could allocate where your tax dollars went. many of us would not allocate them the way they are. assume we have to pay them in the first place which we certainly do. i think mitt romney has a great plan. i know him. i like him. i think he could be a great leader for this country. i like the way he is thinking about the deficit, reducing the deficit as one of his top priorities and encouraging growth in small businesses and i think he'll lay out if elected he'll lay out a framework, have transparency on the pros, cons and gives people an opportunity to help make the right choices to move forward. >> joe is giving me a hard time as you're talking. >> no, i was kidding andrew, i was going -- >> how can anybody give you a hard time. >> i'm like, cut her off, wrong answer. why did you go there? >> no, i didn't, i wanted to know -- the sentiment in the valley could be changing. am i wrong on that? >> look, everyone is e
Search Results 0 to 14 of about 15 (some duplicates have been removed)